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Annis Gardner Whiting Capital Advisors’s Symbotic SYM Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,900
Closed -$116K – 816
2024
Q4 		$116K Hold
4,900
– – 0.03% 259
2024
Q3 		$119K Hold
4,900
– – 0.03% 270
2024
Q2 		$172K Buy
4,900
+2,921
+148% +$118K 0.05% 227
2024
Q1 		$89.1K Buy
+1,979
New +$86.7K 0.03% 295

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SYM Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Symbotic (SYM) in Q1 2025, closing a stake of 4,900 shares — an estimated $116K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SYM in Q1 2024 and held it in 4 quarters. The position peaked at $172K in Q2 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Symbotic position as of Q1 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 4,900 Symbotic shares in Q1 2025, an estimated $116K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Symbotic in Q1 2024 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Symbotic position peaked at $172K in Q2 2024.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.